jdobe/test

test's Issues

Lender Settlement report outstanding Items

Reports take too long to process for download

missed payment, chirp webhook loop

missed a payment, charge a customer. see work flow below

Notifying a collector when he has an account removed from his name.

Need a Trigger for past due days to trigger settlement letters.

Notification on funding returns

As a user of the LMS I want to be notified when a customers funding rerurns as well as have the loan closed to prevent payments from being taken.

JIRA connection test to GitHub

Test user story description here

Contracts Signing Takes an Error

Impact,Level I (unable to originate loans or process payments),Totality Client,CashForWhatever,Description,Contracts are unable to load with the following error.,https://app.bugsnag.com/totality/totality-lms/errors/65eda40ace0deb0008e340c8?event_id=65eda40a00dd3606b4f30000&i=em&m=nw,This caused release 0.42.0 to be backed out.

Crocodial Ticket #3 Integrate Click To Dial

As a user of the LMS I want to be able to click on the phone number inside of a customers account and have it automatically be dialed inside of Crocodial. Plus have the customers account pop in Crocodial as well.

Cash Lane Migration Due June 5th.

We are meeting weekly to ensure that come June 5th CSL has fully transitioned from PLM to TTY. More items needed to come on this.

Payments in payment section of loan do not match date when the payment is clicked on.

When x'ing out notifications system will remove all and not just the one I want.

Lead needs by Staffing and Skills Based lead allocation.

AZ Easy Credit - Account Update issues

https://app.azeasycredit.com/customers/720, - Please close out loan # 319 - $0 balance

IBV Automated Check

As an LMS I want to be able to automatically score a IBV report (Chirp, Decision Logic) when completed either via automation or externally of automation to determine if the customer qualifies without having to manually review report.

Remove Automation sequence for customers once the contract is signed.

As a customer of a lender who uses the LMS I want the automation sequence to be removed in the member area once I have completed it.

Payment Reference ID's not matching with USIO and Totality - USIO also advising the are not seeing payments we ran.

https://app.alemanfinancialservices.com/customers/2091, - Did this process, USIO is advising that these payments are not going through their gateway. But showing as Returned in Totality? They are stating they don’t have any payments assigned to customer name Melissa Carrion

Crocodial Ticket #2 Automatic Lead Flow from Insight to Crocodial via Totality

As an LMS I want to automatically send fresh leads realtime that come into Totality over to Crocodial to a selected campaign. For now this will be the TTY Fresh Campaign.

Need a way to Schedule payments for customers who do not get paid until later in the day.

Refund Reasons appear in Notes.

As a user of the LMS I want to have reasons for refunds to appear in Notes.

Need additional placeholders.

As a user of the LMS I need additional Placeholders for communications with customers. screen shot attached w additional ones needed.

Notification when a customer completes automation

As a lender who uses the LMS I want

Need a Report field For Contractual Amount Of Payments.

Hyper Speed Loans Migration due May 1st

We are meeting weekly to ensure that come May 1st HSL has fully transitioned from PLM to TTY. More items needed to come on this.

Test

test jd 04-11-2023

Top not/ flash note

a great feature would be to add a “top note” or “flash note.” I would love to see an editable box at the top of the communication section. Ideally this could be check marked to slowly flash red for very important notes regarding this customers account. This box would be pinned above all history, notes, sms, email, or scheduled events. one example that comes to mind is that I have a customer who’s direct deposit does not post until later in the day. when i search for missed/failed payments today I always miss my other note (that was buried) and call this guy asking where his payment is. He reminds me that his DD hits around 10am and I feel foolish

Direct Cash Migration Due May 22nd

We are meeting weekly to ensure that come May 22nd Direct Cash has fully transitioned from PLM to TTY. More items needed to come on this.

Dynamic report sorting does not remain sorted when navigating pagination

Need a way for management to Re-Open a loan.

As a user of the LMS and a manager

Add Return Type to Checking account box on Customers Account.

As a lender who uses the LMS I want to know why my checking accounts are turned off for a return by placing return code on Pre notes and payments such as R2, R 10 etc. Screenshot for box described attached.

create test issue

Collector Notification when a payment declines.

Refinanced report gives a 500 Server Error when you try to run the CSV for earlier years ie) 2018

due today and promise to pay

if there was a “promise to pay” date feature that could remove the customer from the collection call queue and check a box to automatically run the payment not on their due date but the PTP date that would be cool. ,A “due today” feature would be a great feature to pull in the collection menu . returned payments or otherwise failed payments could populate as well as the failed PTP. I feel that a collector has the highest chance of collection the funds on the scheduled pay date if the bank account details have changed they still have money in the account on payday, but tomorrow they will likely have spent the money.

Final payments are leaving .01 or .02 balances on accounts.

Inaccurate descriptions in Loan Contraints

Error when Adjusting Interest

Automations shown as completed, but no completed steps recorded

Contact Method of account communication to show on face of loan.

Currently we select the method of communication “Contact Method” and it will populate in reports. We would like the method chosen to populate on the loan itself. So that when working this account in the future the agent can attempt to communicate with previous method.

Report/Dashboard Notification of Failed Payments

As a Lender Using the LMS I want to be notified via a report, on the dashboard or both when payments fail to go got the processor.

Debit Card Bin Check enhancement.

As a lender who uses the LMS I want to be able to verify debit cards both manually and through the LMS automation sequence for customers who apply. I also want to see the first 4 digits of the Debit Card in addition to what I can see now.

Crocodial Tickt #1 Bulk Maintenance for Dialer Upload

As a call center manager I want to be able to choose a campaign in Crocodial from Totality, and upload a list of records into the dialer. Name, Cell Phone and UUID so that the lead will pop up in the dialer on Totality

Determining Payment Plan Conversion % Promise creation on customer profile. Reporting.

As a call center manager I want to determine my collectors payment plan success %. Currently should a payment plan decline, and I remove it from the collectors name the payment plan no longer can be queried as a payment plan. By creating the ability to generate a promise to pay and have its history stay in tact on each account we will be able to determine success %. Screenshot given to provide more info. Should meet w Matt and Scott to discuss for additional guidance.

CashLane Sandbox Due April 18th

Mike M to present and deliver Sandbox to Aron at Cash Lane April 18th at 11am EST

collection next button

When viewing the customer’s account in collections it would be great to have a “Next” button that cycled to the next person to call. location next to phone number would be great.

Funding source (repay) glitch